+101.9%
EAT vs CASY
+32.0%
+69.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.8% |
| 7D | -2.6% | +1.1% | -3.7% | -2.7% |
| 30D | +11.5% | +8.7% | +2.8% | +10.2% |
| 3M | -9.1% | -17.3% | +8.2% | -7.4% |
| 6M | +40.4% | -19.7% | +60.2% | +45.1% |
| YTD | +43.9% | +24.8% | +19.1% | +25.1% |
| 1Y | +101.9% | +31.9% | +70.0% | +71.9% |
| All | +101.9% | +32.0% | +69.9% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling